See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,043 | $61,605+99.7% | $112,229+9.6% | $75,163+63.7% |
| Participation rate | 37.7% | 61.7%-23.9pp | 72.4%-34.7pp | 67.2%-29.5pp |
| Annual return | 13.00% | 28.47%-15.5pp | 30.20%-17.2pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,069 | $2,015-46.9% | $3,430-68.8% | $2,670-60.0% |
| Participant deferral / active EE | $2,005 | $3,108-35.5% | $4,798-58.2% | $4,125-51.4% |
| Admin fee / account holder | $20,755 | $4,862+326.9% | $7,748+167.9% | $5,651+267.3% |